page-builder – Manage Questions

Questions can be used to collect additional information about a supporter. This could be related to their campaign interests or any other relevant data you require.

For example:

You could include a text area so that supporters can share their comments or personal stories related to the issue you are campaigning about. For email-to-target campaigns you can insert this into the message to the targets

You could find out how supporters learned about your campaigns. For example, you can add a "How did you hear about this campaign?" dropdown to the page

You could use a series of them for survey questions

You might have a generic set of questions created in your account and reuse them across a number of advocacy or fundraising pages, but you can also add campaign-specific questions whenever appropriate.

Note: If you want to use an opt-in checkbox or radio question to sign-up supporters to receive updates on your advocacy or fundraising campaigns, you should use a special opt-in question instead of a standard question. More about managing opt-ins here.

Creating a new question

To create a new question to use on your Page Builder pages, you must be editing an existing page.

Add a form block component to the page. When the form block editor opens, click on the “questions” tab.

Click the “Manage Questions” button.

When the management screen opens, you will see any existing questions and the “New Question” button.

Click the “New Questions” button to create a new question.

Follow the instructions below to setup your question.

Field

Description

Name

This is an internal name and how you will identify your question in your layout.

Label

This is the actual question you want to ask your supporters.

Field Type

You need to determine the type of field you would like to create: text field, text area, radio, select, checkbox. split select, triple select, radio with input or select with input.

Default Content

Once you set your field type you then need to set the default values to be used for the question.

Depending on the input type, a button will appear to edit the default values for use with the field.

The types included are: select, radio, checkbox, split select, triple select, radio with input or select with input.

Mandatory

You can make the field mandatory. If a supporter does not complete the field when submitting the page, a "mandatory field" notification will be presented on the campaign page.